Compleat can fully integrate with Exchequer to share your accounts payable & purchasing data in real-time.
Our Exchequer connector is a piece of software that gets installed on your local network. It manages & protects all the information that's passed between Exchequer & iCompleat. Any information shared is secure & encrypted.
Compleat posts to Exchequer:
- Invoices
- General Ledger account codes
- Adjustments (credit notes)
- GL posting date
- Exchange rates
- Exchange rate types
- Department codes
- Project (job) codes
- User-defined fields
- VAT codes
- Locations/delivery sites
Compleat receives from Exchequer:
- Invoices
- Adjustments (credit notes)
- Attachments
- Suppliers
- Locations
This guide shows you how to connect your Compleat company to your Exchequer account. The setup process involves just a few quick steps to download & configure the connector.
It's quick & easy - we promise!
1. Download the connector
- Log in to Compleat, & go to Configuration > Company Management.
- Go to Connection.
- Next to Connect to a new finance system, click Connect.
- Click the Exchequer tile.
- Next to Connector edition, tick the Exchequer checkbox, & click Download.
In the future, any updated versions of the connector we develop will be listed here
- When the connector has finished downloading, click to open it in the bottom-left of your browser window.
Keep Compleat open in your browser.
- The Connector Configuration Tool opens.
- Go back to Compleat Connection area & make a note of the your email address & the unique four digit pin.
Keep Compleat open in your browser.
- Enter the email address from Compleat & the unique four digit pin in the Connector Configuration Tool, & click Next.
- Your details are verified!
Click Next.
- The service is running & ready to integrate with Compleat.
2. Select the connector in Compleat
- Go to Compleat, & click the Go Back button underneath your four digit pin.
If you navigated away from this page, just go back to Configuration > Company management > Connection.
- Next to Use existing connection, click Use.
If you've connected to a finance system before, you'll see the message Multiple connectors are available.
- Select Exchequer from the drop-down, & click Search.
- From the available companies drop-down, select the Exchequer company you'd like to connect to, & click Connect.
- Compleat is collecting data from Exchequer.
- Choose how you'd like invoices & credit notes to be labelled in Exchequer, & click Save.
If you have other custom transaction names set up in Exchequer, they'll be available to select from the drop-downs.
- Choose how you'd like Compleat to handle particular features in Exchequer.
Recommended settings are selected by default.
- Success!
You've connected your Compleat company to Exchequer.
Compleat and Exchequer can now share data, & Compleat can begin posting invoices & credit notes.
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